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Vanguard Dividend Appreciation ETF

2,286 hedge funds and large institutions have $39.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 937 increasing their positions, 864 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

401% more call options, than puts

Call options by funds: $126M | Put options by funds: $25.1M

18% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 101

8% more repeat investments, than reductions

Existing positions increased: 937 | Existing positions reduced: 864

0.08% less ownership

Funds ownership: 45.98%45.9% (-0.08%)

1% less funds holding

Funds holding: 2,3172,286 (-31)

6% less funds holding in top 10

Funds holding in top 10: 278262 (-16)

17% less capital invested

Capital invested by funds: $47.9B → $39.6B (-$8.32B)

Holders
2,286
Holders Change
-31
Holders Change %
-1.34%
% of All Funds
30.65%
Holding in Top 10
262
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.76%
% of All Funds
3.51%
New
119
Increased
937
Reduced
864
Closed
101
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1626
KPP Advisory Services
Kentucky
$472K -$105K -529 -18%
PS
1627
Planned Solutions
California
$472K +$2.39K +12 +0.5%
PCA
1628
Prosperity Capital Advisors
Ohio
$472K +$398 +2 +0.1%
HDIM
1629
Hanson & Doremus Investment Management
Vermont
$471K -$44.3K -223 -8%
CF
1630
Clarity Financial
Texas
$471K +$95.6K +481 +25%
NC
1631
North Capital
Utah
$470K +$482K +2,424 New
CCB
1632
Cutter & Co Brokerage
Missouri
$470K +$482K +2,424 New
QWM
1633
Quadcap Wealth Management
Texas
$470K -$16.3K -82 -3%
RSA
1634
River Street Advisors
Illinois
$469K -$3.38K -17 -0.7%
DPI
1635
Diversified Portfolios Inc
Michigan
$469K
HIC
1636
Holderness Investments Company
North Carolina
$467K +$35K +176 +8%
Jane Street
1637
Jane Street
New York
$465K -$1.14M -5,728 -70%
FWM
1638
Focused Wealth Management
New York
$465K +$1.79K +9 +0.4%
RAG
1639
RIA Advisory Group
Iowa
$465K +$74K +372 +18%
CG
1640
Clarus Group
Texas
$464K -$4.57K -23 -1%
HCA
1641
Heck Capital Advisors
Wisconsin
$464K
PWA
1642
Physician Wealth Advisors
Utah
$463K -$24.1K -121 -5%
PIM
1643
Penobscot Investment Management
Massachusetts
$462K +$2.98K +15 +0.6%
WCF
1644
West Coast Financial
California
$462K +$197K +989 +71%
PCTC
1645
Perkins Coie Trust Company
Washington
$461K
Chevy Chase Trust
1646
Chevy Chase Trust
Maryland
$461K +$9.94K +50 +2%
DF
1647
Dunhill Financial
United Kingdom
$460K -$50.5K -254 -10%
JJBC
1648
James J. Burns & Company
New York
$460K -$19.7K -99 -4%
LA
1649
Legacy Advisors
Pennsylvania
$458K
1W
1650
1776 Wealth
Georgia
$458K -$99.4K -500 -17%

VIG Hedge Fund Activity: Q1 2025 in Review

2,286 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2025, worth a combined $39.6B — down 17% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new VIG positions and 101 closed out — a net gain of 18 holders — while 937 added to existing stakes and 864 trimmed.

The largest buyer was Prudential Financial, adding an estimated $473M. The largest seller was Bank of America, cutting an estimated $570M.

  • 2,286 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2025, down from 2,317 in Q4 2024.
  • Funds reported $39.6B of Vanguard Dividend Appreciation ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 119 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2025 and 101 closed out, a net change of +18 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2025 was Prudential Financial, an estimated $473M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2025 was Bank of America, an estimated $570M sold.

Based on aggregated 13F filings for Q1 2025.